Grant customers ‘portal access’ to manage their own profiles; create and follow-up on their own orders and subscriptions; and submit issue tickets. This fully-fledged B2B portal grants customers access to their own billing information and personalized shopping catalog.
Customers can view and manage their own company profiles including contact methods; locations; and other personal information.
Customers can create and manage all company contacts, with full profile details such as their location; personal details; contact methods; notes; and interactions. This powerful centralized tool organizes contacts for more informed relationships.
Customers can view current and past subscriptions.
Customers can view all current and past invoices and get a full view of all processed and future payments for any invoice. They can quickly navigate to related orders or apply credit card payments to outstanding payments. Customers with portal access can also apply payments to invoices.
Customers can view and keep track of all communication (notes, emails, etc.) such as quotes and campaigns you have sent them.
Customers can view a summary of their billing accounts for insight to their spending and keep track of their purchases. Summary can be displayed by currencies and filtered by year, due dates, outstanding invoices and so on.